Vid Ponnapalli| MS, CFP®, EA
Unique Financial Advisors
- Fee-Only Financial Planning
- Financial Review
- Investment Management
- Retirement Planning
- 401(k) and IRAs
- Estate Planning
- Tax Planning
- College Education Planning
- Business Planning
Holmdel, NJ 07733
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Vid Ponnapalli is a New Jersey Fee-Only Financial Planner located in Holmdel, NJ and serving the entire region and Clients Nationwide. Unique Financial Advisors specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Vid Ponnapalli is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
My name is Vid Ponnapalli. I provide customized Financial Planning and Investment Management services for Generation X professionals.
I believe today’s financial planning need is under-served by traditional financial planning methods, mainly due to minimum income or net worth levels requirements. My goal is to contribute and change this paradigm. So, after a 20+ years career in financial services industry, I launched Unique Financial Advisors in 2014. I am eager to guide you through life’s financial decisions!
I am a CERTIFIED FINANCIAL PLANNER™ practitioner with an MS in Personal Financial Planning. I am a current active member of:
NAPFA (country’s leading professional association of Fee-Only financial advisors)
FPA ( Financial Planning Association)
XYPN (A Financial Planners network focused on Generation X and Generation Y clients)
NAEA ( National Association of Enrolled Agents)
I am an Enrolled Agent (EA). As an EA, I can prepare your tax returns and am licensed to represent you before the Internal Revenue Service.
“My Mission is to help you achieve financial security by providing Fee-Only Financial Planning services with a relentless focus on Personal Attention and Trust.”
My wonderful wife, Maha and I live in Holmdel, NJ. Our three young boys are on their path to settling down in life. When I am not working on Financial Planning, I enjoy hiking, skiing, and spending time with family.
To learn more about me and my services, please schedule a free consultation TODAY!
Unique Financial Advisors offers Financial Planning and Investment Management services to individuals, families and small businesses. Our services include:
Comprehensive Financial Planning
Case based Planning
Our Mission is to help clients achieve financial security by providing Fee Only Financial Planning services with a relentless focus on Personal Attention and Trust.
We will guide you through life's money decisions and help you manage your finances your way. Our focus is:
- to help you organize your financial life
- to ensure your family is protected
- to help you achieve your financial goals
- to help you accumulate, preserve and grow your wealth.
- to help you enjoy a secure, happy retirement
To learn more, please schedule a free consultation TODAY!